DWM
UNH icon

Dynasty Wealth Management’s UnitedHealth UNH Stock Holding History

Dynasty Wealth Management’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$417K Buy
1,541
+217
+16% +$64.6K ﹤0.01% 254
2025
Q4 		$437K Buy
1,324
+518
+64% +$176K ﹤0.01% 249
2025
Q3 		$278K Buy
+806
New +$244K ﹤0.01% 269
2025
Q2 		– Sell
-10,771
Closed -$5.59M – 255
2025
Q1 		$5.59M Buy
10,771
+80
+0.7% +$40.9K 0.09% 54
2024
Q4 		$5.41M Sell
10,691
-165
-2% -$93.8K 0.09% 64
2024
Q3 		$6.35M Sell
10,856
-789
-7% -$446K 0.19% 40
2024
Q2 		$5.93M Buy
11,645
+159
+1% +$77.9K 0.17% 48
2024
Q1 		$5.68M Buy
+11,486
New +$5.84M 0.18% 41
2018
Q4 		– Sell
-1,684
Closed -$448K – 95
2018
Q3 		$448K Buy
+1,684
New +$438K 0.58% 45

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return